Specifying service requirements for the execution of the plan

Service List

This page allows you to specify service requirements for carrying out a maintenance plan. Tell me more

Select the “Service Contracts” link from the bottom of the “Work List” page.

The “Service List” page appears.

The system displays the following fields:

Plan No.	The plan for which the service requirements must be specified.
	The description of the plan is displayed alongside.
	Zoom facility available.
Desc.	The descriptive information about the plan.
Plan Status	The status of the plan, which can be “Fresh” or “Confirmed”.

Enter the following field:

Code	Use the drop-down list box to select the equipment or location for which you wish to specify the service requirement details. The system lists all the equipment or location that are a part of the plan. Alternatively, you can select “Plan” in the field to indicate that you wish to specify the service requirements at the plan level. The system displays “Plan”, by default.
	On selection of an equipment or location in the “Code” field, the system displays the description of the equipment or location alongside. If you have selected “Plan” in the “Code” field, the system displays the description of the plan alongside.
	Zoom facility available

The system displays the following fields:

Maintenance On	Indicates whether the maintainable object selected in the “Code” field is an “Equipment” or a “Location”.
Plan Type	The type of the plan.
Plan Category	The category to which the plan belongs.
Plan Priority	The priority or level of importance assigned to the plan.
Plan Sch. Start Date	The date on which the plan is scheduled to start.
Est. Duration (Hrs.)	The estimated duration of the plan in hours.
Plan Sch. End Date	The date on which the plan is scheduled to be completed.

Enter the following fields in the “Request Information” group box:

Requester	The code of the employee who has created the service request (Alphanumeric, 10). Data entry in this field is mandatory if you wish to create service requests. Ensure that the employee is already defined in the “Employee Information” business component of Ramco Human Resources Management Solution and is in “Current” status.
Mode	Use the drop-down list box to specify the mode of generation of the service request. The system provides the options “Normal” and “Express”. Set the field to “Express”, if a faster processing of service request is required. The system sets this field to “Normal”, by default.
Request Folder	Use the drop-down list box to select the request folder. The system fills in all the folders that have been defined in the “Type Set-up business component of “Ramco Corporate Solutions”. This field should not be left blank, if a service request must be created.

The system displays the following fields in the “Services” multiline:

Line No.

The line number, for which service requirements must be defined.

Enter the following fields in the “Services” multiline:

Service Code	The service that is required for carrying out the plan (Alphanumeric, 45). Ensure that the service is already defined in the “Item Administration” business component of Ramco Corporate Solutions and is in an “Active” status. Help facility available
	Press <Enter>. The system retrieves the details of the service.
Service Variant	The variant of the service code (Alphanumeric, 4). Data entry in this field is mandatory if the service has been defined with more than one variant. Ensure that the variant has already been defined for the service in the “Item Master” business component and is in an “Active” status.
	Press <Enter>. The system retrieves the details of the “Service Code – Service Variant” combination.
Service Desc.	The description of a non –standard service (Alphanumeric, 150). This field cannot be modified for a standard service.

Note: Ensure that you specify at least one service code in the multiline, to save the service requirements for maintenance plan.

Enter the following fields in the multiline:

Adhoc Service Class	Use the drop-down list box to select the class to which the non –standard service belongs. The system fills in this field all the classes that have been defined in the “Admin” business component of Ramco Corporate Solutions. Do not leave this field blank, if you have specified a non –standard service.
BOM	The bill of material, which consists the details of material, that is required for the service (Alphanumeric, 18). You need to enter this field only for a standard service. Help facility available
	Press <Enter>.
UOM	The unit of measurement of the service (Alphanumeric, 10). Data entry in this field is mandatory if quantity is entered in the “Total Est Qty” field. Ensure that the unit of measurement is already defined in the “Create UOM” activity of the “UOM Administration” business component of Ramco Corporate Solutions. Help facility available
	Press <Enter>
Total Est. Qty.	The estimated number of services required for carrying out the plan (Decimal). Ensure that the quantity is not negative. If you leave the field blank, the system assigns “0”.
	Press <Enter>.
Est. Unit Cost	The unit rate per hour of the service (Decimal). Data entry in this field is mandatory if you have specified a service in the “Service Code” field. Ensure that the cost entered is not negative. You can modify this field for an already existing service only if the “Schedule Type” is “Single”.

The system displays the following field:

Already Requested Qty.

The quantity that is already requested for carrying out the plan.

Enter the following fields:

To Request Qty.	The quantity that is requested for carrying out the plan (Decimal).
	If you have selected the row for creating service requests:
	Data entry in this field is mandatory
	the quantity entered must not be negative
	If the “Schedule Type” field is set to “Staggered”, the total quantity entered here must be equal to the total of the quantity that has been specified on a staggered basis in the “Staggered Schedule for Services” page
	If you leave this field blank, the system assigns the difference between the quantity in the “Already Requested Qty” field and “Total Est. Qty” field or “0”, whichever is greater.
Sch. Type	Use the drop-down list box to specify the type of the schedule. The system provides the following options:
	Single – Select this option if you require all the services on a specified date.
	Staggered – Select this option if you require the services at different dates.
	Do not leave this field blank, if you have specified a service. The system leaves the field blank, by default.

If you have set this field to “Staggered”, select the “Give Staggered Schedule” link from the bottom of the page to enter the scheduled quantity for various dates.

Need Date	The date on which the service is required (Date Format). Enter this field only if you have specified “Single” in the “Schedule Type” field. Ensure that the date entered here is not later than the date entered in the “Planned Completion Date” field and earlier than the date displayed in the “Plan Sch. Start Date” field.
Remarks	Any additional information about specifying the service for carrying out the plan (Alphanumeric, 255).
Preferred Supplier	The supplier from whom the service is required (Alphanumeric, 16). Help facility available
	Press <Enter>. The system retrieves the name of the supplier in the “Name” field.

Note: Ensure that the “Service Code – Service Variant – BOM – Preferred Supplier” combination is unique in the multiline.

The system displays the following field:

Name

The name of the supplier.

Enter the following fields:

Supervisor

The employee code of supervisor, if the service is to be performed by the supplier under internal supervision.(Alphanumeric, 10). Ensure that the supervisor is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution.

Help facility available

Press <Enter>.

The system displays the following field in the multiline:

Calendar

The calendar based on which the service is performed.

Enter the following fields:

Duration	The duration for which the service is required (Decimal). Ensure that the duration entered is not negative.
Planned Compl. Date	The date on which the service must be completed (Date Format). Ensure the following:
	the date entered here is not earlier than the date entered in the “Need Date” field.
	if “Need Date” field is left blank, ensure that the date entered here is not earlier than the date displayed in the “Plan Sch. Start Date” field.
	the date entered here is not later than the date displayed in the “Plan Sch. End Date” field.

Enter the following fields in the “Default Information” group box:

Need Date	The date on which the service is required (Date Format). Enter this field only if you have specified “Single” in the “Schedule Type” field. Also ensure that the date is not earlier than the current system date and not later the completion date of the plan.
Supervisor	The employee code of supervisor, if the service is to be performed by the supplier under internal supervision.(Alphanumeric, 10). Ensure that the supervisor is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution and is in “Current” status. Help facility available
	Press <Enter>
Preferred Supplier	The supplier from whom the service is required (Alphanumeric, 16). Help facility available
	Press <Enter>

Check the box in the “Select” column of the multiline to select those services that you do not wish to specify for maintenance planning.
Click the Delete icon in the tool bar above the multiline to delete the selected services.

Note: You cannot however delete those rows for which service requests have already been raised for procurement of service. If a row for which the “Schedule Type” is set to “Staggered” is been deleted, the system deletes the service requirement along with the staggered schedule that has been defined in the “Staggered Schedule for Services” page.

Click the “Save” pushbutton to save the details of the service requirements.

The system performs the following:

saves the details of the service requirements for the plan number.
generates line numbers for all the rows and displays the line numbers in the “Line No.” field in the multiline.
If you have left the “Supervisor” field in the multiline blank, the system defaults the code of the supervisor that is entered in the “Supervisor” field in the “Default Information” group box.

To create service requests

Check the box in the “Select” column of the multiline, to select those rows for which you wish to create service requests.
Click the “Create Service Request” pushbutton to create a service request.

The system performs the following

saves the details of the service requirements for the plan number.
generates line numbers for all the rows and displays the line numbers in the “Line No.” field in the multiline.
If you have left the “Supervisor” field in the multiline blank, the system defaults the code of the supervisor that is entered in the “Supervisor” field in the “Default Information” group box.
Adds the quantity that is entered in the “To Request Qty” field to the quantity displayed in the “Already Requested Qty” field and refreshes the fields in the multiline.
Creates a service request in a “Fresh” status for the selected rows in the multiline and for the quantity specified in the “To Request Qty” field.

To proceed, carry out the following

Select the “Specify Issue List” link from the bottom of the page to specify the items that may be required for carrying out the service.
Select the “Specify Inclusion / Exclusion” link from the bottom of the page to specify the inclusion or exclusion list for service.
Select the “Give Staggered Schedule” link from the bottom of the page to specify the schedule for which service is required if the “Schedule Type” field is set to “Staggered”.
Select the “Request References” link from the bottom of the page to view the details of the requests that are created for the services required for the plan.
Select the “Plan Level Aggregation” link from the bottom of the page to specify the total service requirements for the plan.

What you can do in this page

Specify the mode of generation of service requests

Specify the schedule type of service

Specify the mode of generation of service requests

You can specify the mode in which the service requests can be generated.

Set the “Mode” field to “Express”, if you require faster processing of the service request, else set the field to “Normal”.

Specify the schedule type of service

You can specify whether the service is required for a single date or over a period of time.

Set the “Schedule Type” field to “Single”, if the service is required for single date.
Set the “Schedule Type” field to “Staggered”, if the service is required over a period of time.

Prerequisite

“Item Administration” business component of Ramco Corporate Solutions. The Service must have been created as an item of type “Service” and its source specified as “Sub-contract”.

Service List – An overview

This page allows you to specify service requirements for carrying out a maintenance plan. You can specify the service details for at the plan level or for every equipment or location that is a part of the plan. Service can be standard or non – standard. A standard service is already defined in the system. A non-standard service represents an ad-hoc service that is not defined in the system. The following details of the service details can be specified:

The service code and its variant of a standard service.
The description
The ad – hoc class to which the non – standard service belongs
The bill of material
The estimated quantity of service and the unit of measurement.
The estimated cost per unit of the service
The supervisor who is incharge of supervising the servuice.
The supplier of the service.
The duration and the planned completion date of the service.

This page also allows you to raise service requests for procuring the estimated quantity. The following details must be specified if a service request is to be raised:

The employee ID of the requester
The mode of generation if the service request
The category of request that must be generated.
The quantity of service that is requested
The date by which the quantity is required. The quantity can be required as on a single date or can be required over a period of time. If the quantity is required as on a specific date, the need date can be specified. If the quantity is required over a period of time, the dates and the quantity can be specified in the “Staggered Schedule for Services” page.

If the need date, preferred supplier and the supervisor is the same for all the services, you can enter the same as the default information which would be assigned for all the services.

The system saves the details of service requirements for the plan number and generates a running line number for every row of service that is specified. The system also creates requests, if any, for the selected services.